Insurance & Risk

Our Services

Insurance & Risk

Success is built on strength – and strength comes from being prepared for life’s uncertainties.

At VISIS Private Wealth, we understand that protecting what you’ve created is just as important as building it.

Our advisers design insurance and risk management strategies that safeguard your lifestyle, your family and your future, ensuring that your wealth continues to serve you, even when life takes an unexpected turn. Through long-standing relationships with leading insurers and underwriters, we access a wide array of products and structures. This allows us to tailor cover to your unique circumstances, adapting as your life, business and ambitions evolve. True peace of mind comes from knowing that your future – and those you love – are protected with purpose and precision.

Personal risk protection

  • Life Insurance which provides a lump sum payment in the event of death.
  • Total and Permanent Disablement (TPD) Insurance which provides a tax-free lump sum payment if you become disabled to the point you can no longer work.
  • Trauma Cover which pays an agreed lump sum benefits in the event of a serious illness to help you financially while you recover.
  • Income Protection which can pay up to 75% of your income if you suffer an illness or injury and help replace lost income while you recover.

Combined with expert financial planning and accounting services, our risk protection advice goes beyond selecting the right insurances. We also consider the structure of insurance premiums for tax effectiveness and ensure the entities holding the cover are set up correctly to best suit your beneficiaries.

  • Life Insurance which provides a lump sum payment in the event of death.
  • Total and Permanent Disablement (TPD) Insurance which provides a tax-free lump sum payment if you become disabled to the point you can no longer work.
  • Trauma Cover which pays an agreed lump sum benefits in the event of a serious illness to help you financially while you recover.
  • Income Protection which can pay up to 75% of your income if you suffer an illness or injury and help replace lost income while you recover.

Combined with expert financial planning and accounting services, our risk protection advice goes beyond selecting the right insurances. We also consider the structure of insurance premiums for tax effectiveness and ensure the entities holding the cover are set up correctly to best suit your beneficiaries.

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